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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Harold Engstrom who wrote (5047)	6/1/1998 3:50:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 9719

Harold, What about PCYC - I think Peter was a fan of this (are you still, especially with reduced price)? I'm still long and holding. My speculation on the price decline: 1. Most of the stocks that presented at ASCO have ended up lower than before the conference. When there was no follow-through from the conference, people dumped the stocks. 2. The remainder of the Phase II data wasn't quite as dramatic as the initial data, with some possible side-effects and two patients dying before evaluation. (The subject population had a life expectancy of around 3 months, so some deaths aren't unexpected). The overall data is still very good; it just isn't quite as clean a story. I still believe the stock is going to do very nicely over the next year or two. I still think it's a buy, assuming you are already loaded to the max with SEPR, of course <G>. Peter